Estate Planning

Time-sharing versus fractional ownership Fallback Image Decorative pattern

Estate Planning

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

By Keith Masterman |December 18, 2019

4 min read

How to handle a request to encroach on capital How to handle a request to encroach on capital

Advisor's Edge

How to handle a request to encroach on capital

Tips for dealing with estate assets in trusts

By James Dolan |November 29, 2019

4 min read

What is a ‘related business’ for TOSI purposes? Fallback Image Decorative pattern

Estate Planning

What is a ‘related business’ for TOSI purposes?

The answer is not simple, and business-owner clients will need advice

By Michelle Schriver |November 28, 2019

6 min read

Golombek’s year-end tax tips Golombek’s year-end tax tips

Estate Planning

Golombek’s year-end tax tips

Help your client with timely tax-efficient planning

By Michelle Schriver |November 25, 2019

5 min read